UIA

Ulland Investment Advisors Portfolio holdings

AUM $131M
1-Year Est. Return 28.13%
This Quarter Est. Return
1 Year Est. Return
+28.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1 +$4.39M
2 +$1.66M
3 +$1.35M
4
KRBN icon
KraneShares Global Carbon Strategy ETF
KRBN
+$806K
5
SKY icon
Champion Homes
SKY
+$533K

Top Sells

1 +$6.21M
2 +$1.46M
3 +$1.4M
4
BKI
Black Knight, Inc. Common Stock
BKI
+$1.39M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.22M

Sector Composition

1 Communication Services 12.97%
2 Technology 12%
3 Financials 11.64%
4 Consumer Discretionary 11.38%
5 Healthcare 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$31K 0.02%
240
127
$31K 0.02%
230
+2
128
$30K 0.02%
2,209
129
$30K 0.02%
620
130
$29K 0.02%
+85
131
$29K 0.02%
266
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$29K 0.02%
557
+65
133
$28K 0.02%
250
134
$28K 0.02%
570
+465
135
$27K 0.02%
245
136
$27K 0.02%
150
137
$27K 0.02%
386
138
$26K 0.02%
+265
139
$26K 0.02%
250
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$26K 0.02%
1,500
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$25K 0.02%
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$25K 0.02%
235
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143
$24K 0.02%
150
144
$23K 0.02%
400
145
$23K 0.02%
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146
$23K 0.02%
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$22K 0.02%
135
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$22K 0.02%
470
149
$21K 0.02%
100
150
$21K 0.02%
256